Added to YB: 2026-02-03
Pitch date: 2026-01-31
CLS [neutral]
Celestica Inc.
+3.36%
current return
Author Info
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Company Info
Celestica Inc., together with its subsidiaries, provides supply chain solutions in Asia, North America, and internationally.
Market Cap
CAD 32.9B
Pitch Price
CAD 386.60
Price Target
575.00 (+44%)
Dividend
N/A
EV/EBITDA
26.54
P/E
39.97
EV/Sales
2.67
Sector
Electronic Equipment, Instruments and Components
Category
growth
Celestica (CLS) Q4 2025 Earnings: Double Beat, $1B Capex Plan, and Why the 15% Drop Looks Wrong
CLS (update - raised target): Q4 monster beat - revenue $3.6B (+44% y/y), EPS $1.89 (+70%), 7.7% op margin, 43% ROIC. Google partnership confirmed, expanding US capacity for TPU systems by 2027. 2026 capex jumps 5x to $1B to meet AI demand. Stock -15% on overreaction to high capex & growth moderation fears. Target raised to $575 (+38%).
Read full article (11 min)